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Posted 3 weeks ago
  • Hourly: $65.00 - $100.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Guardian Senior Solutions GoHighLevel + Retell AI Build — Job Posting & Scope of Work Posted by: Paul · Guardian Senior Solutions (GSS) Orange County, California — remote contractor accepted Project overview Guardian Senior Solutions (GSS) is a direct-to-consumer senior care navigation platform in Orange County, California. We are a conflict-free alternative to referral platforms like A Place for Mom — we coordinate care, legal, financial, and home equity needs for senior families rather than operating as a care provider ourselves. We need a GoHighLevel (GHL) build that automates our lead-to-appointment pipeline end to end: from the moment a lead comes in (web form, paid ad, social DM, referral) through AI-driven outreach (voice via Retell AI, SMS, email) to a booked assessment appointment with one of our case managers, by phone or in person. This is a real-time-sensitive use case — families reaching out are often in or near a care crisis, so speed and reliability of follow-up directly affects whether we can help them. What success looks like • A lead that fills out a form, comments on a social post, or calls in gets a response within 5 minutes, every time, with no silent failures. • Qualified leads are automatically routed into a clear pipeline and booked onto a case manager's calendar without manual intervention. • We can see, in one dashboard, exactly where every lead is and whether any have gone stale. • The system is documented well enough that we are not permanently dependent on the person who built it. Scope of work 1. Core GHL architecture • Build a 6-stage lead pipeline: New Lead → Contacted → Nurturing → Appointment Booked → Consultation Complete → Not Ready / Lost. • Configure custom fields: care urgency (1–5), who care is for (self / parent / spouse), homeowner Y/N, estimated home value, legal documents in place Y/N, lead source. • Set up lead source tagging across all channels: Google Ads, Meta Ads, organic/social, referral partner (by name), direct, and any purchased lead lists. • Build a reporting dashboard tracking: leads by source, speed-to-contact, appointment conversion rate, show rate, and pipeline value by stage. 2. Retell AI voice integration • Integrate Retell AI with GHL so that a new lead triggers an outbound AI voice call within 5 minutes of form submission. • Build fallback logic: if the call is not answered, automatically fall back to SMS rather than silently dropping the lead. • Configure the call outcome (answered / voicemail / booked / declined) to write back into the GHL contact record and move the pipeline stage accordingly. • Work with us to finalize the AI voice script and qualifying questions (we have a draft framework already). 3. Lead nurture automation • Build the speed-to-lead workflow: AI call + SMS on form submit, second call attempt at 1 hour, email at 2 hours, manual task created for a human follow-up at 24 hours if still unresponsive. • Build a 21-day nurture drip for leads not yet ready to book, mixing educational email content with SMS check-ins (content outline will be provided). • Build appointment confirmation and reminder sequences (instant confirmation, 24-hour reminder, 1-hour reminder) via email and SMS. • Build a post-consultation follow-up sequence including a same-day summary, a 3-day check-in, and a 7-day review request (conditional on a positive-outcome tag). 4. Social + email content engine • Set up GHL's Social Planner across Facebook, Instagram, LinkedIn, and TikTok with an approval workflow so content is AI-drafted but human-approved before publishing. • Set up a weekly email campaign workflow: AI-assisted draft, human approval step, then send. • Connect inbound engagement (Facebook/Instagram DMs and comments, web chat, SMS, email replies) to GHL Conversations and route qualified leads into the Conversation AI for qualification. • Flag clearly in writing if TikTok DM-to-CRM integration is not currently supported natively by GHL, and propose a workaround if one exists. 5. Appointment booking & case manager routing • Integrate calendar booking (Calendly or GHL's native calendar) so qualified leads can be booked directly onto the correct case manager's calendar, distinguishing between phone and in-person assessment appointment types. • Build routing logic if we have more than one case manager (e.g., by territory, availability, or caseload). 6. Reliability, testing, and handoff • Idempotency checks so a lead submitting twice, or a webhook firing twice, does not trigger duplicate calls or duplicate pipeline entries. • A staging/test mode so new or modified workflows are tested with dummy leads before going live. • Monitoring or alerting so we are notified if a workflow breaks or a lead has gone untouched for more than 2 hours. • Full written documentation of every workflow, automation, and integration built, in plain language we can hand to a future hire if needed. • A 30-minute live walkthrough/training call upon completion. Requirements • Demonstrated prior experience integrating Retell AI (or a comparable AI voice platform) with GoHighLevel. Please describe your specific integration approach in your application — this is the single most important qualifier for this role. • Strong working knowledge of GHL workflows, pipelines, Conversations, Social Planner, and custom fields. • Experience with webhook-based integrations and basic error handling / fallback logic. • Prior experience in healthcare, home services, senior care, or another high-urgency, high-trust service business is a strong plus. • Clear, responsive communication — we will be working closely together through build and testing. How to apply 1. Confirm you have integrated Retell AI (or similar) with GoHighLevel before, and briefly describe how you approached it. 2. Share 1–2 examples of GHL builds you've done for service businesses, ideally with multi-channel lead nurture. 3. Provide your estimated timeline and a flat-fee quote for the full scope above (we prefer fixed pricing over hourly for this project). 4. Let us know your availability to start. We have a detailed internal spec (pipeline stages, message templates, and workflow logic) ready to share with serious candidates upon request.

  • Hourly: $50.00 - $80.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We're looking for a Kajabi expert who has actually grown a recurring paid membership — not just built one. Elevate Moms runs The Family Room, a faith-rooted membership community that helps Christian moms build healthier, more intentional homes using our Family Framework. We're on Kajabi, we have an active $1 trial → paid core tier funnel, and our next phase is about retention, engagement, and scaling — not starting from scratch. We need someone who understands the difference between building a Kajabi site and running a membership business inside one. What you'll be doing Auditing our current Kajabi membership setup (funnel, onboarding, content delivery, community space) and identifying where members are dropping off Designing and building a structured onboarding sequence for new trial/paid members (first 7–30 days) to reduce early churn Optimizing our pipeline/funnel from free workshop → $1 trial → paid membership Setting up or improving email automations and lifecycle flows tied to member engagement, renewal, and win-back Recommending and implementing Kajabi-native or integrated tools to support community engagement (e.g., posts/community features, gamification, check-ins) Reporting on membership metrics — retention rate, churn, LTV — and proposing concrete changes based on the data, not just intuition Collaborating with us on tier structure as we consider adding a premium tier above our current core offer What we need to see in your proposal...Please don't send a generic template. To be considered, include: A specific example of a recurring paid membership you've grown on Kajabi — not a course, not a one-time-purchase product. Tell us the starting and ending member count or MRR, and roughly how long that growth took. What you did specifically to reduce churn or improve retention on that membership (not just "I built the funnel"). Your experience (if any) working with faith-based, parenting, wellness, or values-driven brands — this isn't required, but it helps us gauge tone and audience fit. Your availability and whether you prefer project-based or ongoing/retainer work — we're open to either depending on fit. Ideal experience 3+ years working inside Kajabi specifically (not just general LMS/course platforms) Proven membership retention work — you can speak fluently about churn, onboarding, and lifecycle emails, not just page design Comfortable with Kajabi automations, pipelines, and community/engagement features Strong written communication — you'll be looped into strategy conversations, not just handed a task list Bonus: experience with BuddyBoss, Circle, or other community platforms (useful context even though we're currently on Kajabi) Not a fit if... Your portfolio is mostly one-time course launches or sales pages with no recurring membership experience You can't speak to specific retention/churn numbers from past work You're looking for a single quick task rather than an ongoing collaborative relationship (though we're happy to start with a paid trial project to test fit) Budget & engagement We're planning to start with a paid trial project (scoped audit + onboarding sequence build) before discussing an ongoing retainer. Please share your rate (hourly or project-based) in your proposal.

  • Hourly: $50.00 - $70.00
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

Communications & Fundraising Specialist (DevComm) — Freelance Contractor | Remote | $50–$70/hr | Starting ~5–10 hrs/week | CST availability preferred (9a–4p) I'm looking for a nonprofit fundraising communicator — someone who is comfortable with donor stewardship, grant writing, and advocacy communications, and who brings a deep, lived fluency in progressive movement work. If your background is primarily in social media content, general marketing, or brand work with no experience in the nonprofit or social justice world, this is likely not the right fit. —— WHAT THIS ROLE IS This is a contractor position supporting my consulting practice, which serves clients working in abortion access, information democracy, freedom of the press, and cybersecurity education. The communications I produce straddle two lanes simultaneously: high-stakes fundraising and sharp advocacy storytelling. The person I'm looking for thinks in terms of donor relationships, movement strategy, and good-looking visual deliverables. —— PRIMARY RESPONSIBILITIES — Short-form content drafting — newsletters, op-eds, talking points, and similar deliverables that require a distinctive activist voice and genuine command of hope-based, intersectional framing; urgent calls to action and relationship-centered stewardship that move people to organize and take action, not just inform them Platforms: MailChimp, WordPress, Canva, Google Docs — Grant writing — drafting and editing 6-to-7-figure grant applications, LOIs, and funder reports with precision, fluency in program language, and a strong narrative arc. This will be an area I own in the beginning of onboarding, then share with you as you get comfortable with each nonprofit and their mission. I'm not going to throw you into the deep end here. Platforms: Google Docs, Google Sheets, grantee portals (Fluxx, etc.) — 1:1 donor communications — highly personalized stewardship and cultivation writing for major donors and individual funders (not listserv blasts); this will also include documenting and tracking donor stewardship touch points — helping plan when to reach out to whom, how often, and with what relevant updates Platform: Gmail — Funder research — identifying and profiling prospective foundation and individual donors aligned with client missions; I have a funding brief template I need help filling out for each donor/funding opportunity; knowledge of the major progressive funding landscape is strongly preferred Platforms: Instrumentl, Google Alerts, Guidestar, fundraising listservs, 990s — Light admin support — file organization, tracking deadlines and deliverables; a few hours per week at most Platforms: Google Workspace, Google Calendar, Instrumentl —— WHO YOU ARE You have genuine, demonstrable experience in the nonprofit and progressive advocacy worlds. You're familiar with how the communications department often straddles the fundraising department, and you are comfortable oscillating between the two. You bring: — Fluency in the language of intersectionality, feminist movement work, and progressive advocacy — not as buzzwords, but as a framework you actually think and communicate in. You know who Kimberlé Crenshaw is. — Hope-based communication instincts — you know how to write toward a vision, not just against a threat. — Comfort in tech-adjacent fields — cybersecurity, information democracy, the threat of AI, and digital rights have a learning curve; you're not intimidated by it, and ideally you've written in or around these spaces. — Knowledge of the major progressive funding ecosystem — you recognize the names, the priorities, and the culture of the foundations and intermediaries doing the most in this space. — A history of authentic major donor relationships — you've done the relationship work, not just the writing work. (I'm not expecting you to come with donor contacts and their emails — I just want to know you're comfortable helping a nonprofit build those ties authentically.) —— ON AI I need applicants to be upfront about the use of AI and LLMs. The work of my clients is often highly confidential, and given the nature of the fields I specialize in, I am very intentional about preventing Big Tech and AI companies from harvesting sensitive data. If you regularly use AI as a drafting or editing tool and have refined that workflow to the point where the final product is indistinguishably yours — that's not a disqualifier. We can discuss comfortable boundaries around where and when to use it. However, we cannot have work that doesn't reflect your own ability at its core. Please do not submit AI-generated writing samples or application materials. We're evaluating your instinct, your ear for activist language, and your ability to write in service of a cause — we'll be able to tell. —— WHAT TO SUBMIT Your application and samples should prove four things: 1. You know how to write persuasively. 2. You're well-versed in progressive and intersectional activism. 3. You have a fundraising background, preferably in or adjacent to the areas my clients work in. 4. You can create professional, eye-catching visual materials. If you're curious what I mean by that last one, you can see some of my work here: www.whatwesay.org/samples/ Whatever supplemental materials help prove the above are welcome. I will say — I'm a sucker for a good cover letter. Files should be submitted as PDFs. If files are large, upload to a shared drive, provide the link, and ensure permissions are open to outside viewers. —— ABOUT ME Hi! My name is Bevyn Howard. I live in Austin, and I am desperately hoping to turn Texas blue. My background is in Rhetoric and Writing — and since I didn't want to become a lawyer, I decided to use my persuasive skills to advocate for social justice missions I care deeply about. These include fighting racism, sexism, authoritarianism, and systemic power imbalances. As an undergrad, I completed my thesis on "White Feminism" and the ways white women perpetuate racism within the feminist movement. I left my previous full-time position due in part to burnout, so mental health and a flexible, sustainable working relationship matter deeply to me. I'm a WNBA fan, a distance runner, a weightlifter, and a cat parent to two Siamese who will absolutely make an appearance on video calls. Sorry in advance. Anyone who works with me is expected to have opinions, push back when they have a different idea, appreciate dry humor, and know that I value them for who they are — not just what they produce. More on my background: whatwesay.org/about/

  • Hourly: $70.00 - $125.00
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

Overview I am seeking an experienced healthcare revenue cycle consultant who has extensive, real-world experience with both eClinicalWorks and athenahealth. Ideally, you currently work with one or both systems daily as a practice administrator, billing manager, consultant, implementation specialist, or revenue cycle leader. This is not a software implementation project. I am performing due diligence before selecting an EHR/Practice Management platform for a new multi-provider outpatient psychiatry practice. The goal is to understand the real-world strengths, weaknesses, hidden costs, workflow differences, automation capabilities, customer service, and billing implications of each platform from someone who has extensive practical experience. Required Qualifications 5+ years of experience with eClinicalWorks and/or athenahealth Extensive knowledge of: Medical billing Revenue cycle management Insurance claims Clearinghouses Behavioral health workflows Scheduling Reporting Financial operations Current or recent daily use of eClinicalWorks strongly preferred Psychiatry or behavioral health experience is a major plus Consultation Topics 1. Overall Recommendation Which system would you choose? Why? Which is better for outpatient psychiatry? Which is better for long-term growth? Which system has aged better? 2. Customer Service & Ongoing Support Customer service is one of the most important factors in our software decision. I am interested in your real-world experience after implementation, not the sales process. Overall Experience Overall customer service quality (1–10) Responsiveness Knowledge of support staff Ease of getting problems resolved Biggest frustrations Day-to-Day Support Support hours Phone support Live chat Customer Portal Email support After-hours support Emergency support Phone Support Do you generally reach a live representative immediately? Typical hold times Are calls routed overseas? Are most issues resolved during the first call? Typical callback times Customer Portal Typical response time Typical resolution time Ease of tracking tickets Escalation process Quality of follow-up Support Quality Knowledge of first-level support Frequency of escalation Typical turnaround for: "How do I..." questions Billing questions Reporting questions Technical issues Software bugs Account Management Dedicated account manager? Quarterly business reviews? Upgrade assistance? Proactive recommendations? Overall Comparison Compare customer support between eClinicalWorks and athenahealth. Which company provides the better long-term customer support experience? Which would you trust more for a growing practice? 3. Billing, Revenue Cycle Management (RCM) & Financial Reporting (Use the expanded RCM section we previously created, including revenue cycle workflow, contract fee schedules, allowables, reporting, analytics, automation, and overall comparison.) 4. Psychiatry Workflow Medication management Therapy Combined E/M + Psychotherapy billing 99213 99214 99215 90833 90834 90792 Documentation workflow Templates Intake workflow PHQ-9 / GAD-7 Behavioral health features 5. AI Functionality Sunoh AI Ambient listening AI note quality Time savings AI assistants Real-world usefulness Biggest limitations 6. Scheduling Scheduling workflow Waitlists Recurring appointments Open Access Self scheduling Appointment reminders Two-way texting Cancellation workflow Rescheduling workflow 7. Patient Communication Patient Portal Secure messaging Text reminders Two-way texting Intake forms Online check-in Balance reminders Telehealth notifications 8. Telehealth Ease of use Reliability Workflow Documentation integration Hidden costs 9. Hidden Costs Please identify any costs practices commonly overlook: Clearinghouse AI Telehealth Text messaging Patient statements Faxing Open Access Interfaces EPCS Wiley Practice Planners Additional modules Training Upgrades 10. Implementation Typical implementation Training Go-live Data migration Common mistakes 11. Phone System Integration & Call Center Workflow Please discuss how each platform integrates with modern VoIP phone systems. Supported Integrations RingCentral Nextiva Zoom Phone Dialpad GoTo Connect Vonage 8x8 Other recommended systems Workflow Can the software: Automatically identify patients using Caller ID? Pop the patient chart when a call arrives? Open today's appointment? Display upcoming appointments? Create tasks during the call? Document phone calls? Record calls (if desired)? Transfer calls internally? Click-to-call from within the chart? Click-to-text patients? AI & Automation AI call summaries Voicemail transcription Missed-call workflows AI assistants Appointment scheduling directly from incoming calls Reporting Call reports Missed calls Hold times Staff productivity Call recordings Quality assurance Recommendations Which phone system integrates best with eClinicalWorks? Which integrates best with athenahealth? Which would you recommend for a growing outpatient psychiatry practice? Are there any integrations that should be avoided? 12. Integrations Labs Pharmacies Clearinghouses Accounting software Payment processors Outlook / Microsoft 365 Other third-party integrations 13. Performance Speed Reliability Downtime Bugs Browser compatibility Mobile app 14. Favorite Features Top productivity improvements Most valuable features Hidden features Features most practices don't know about 15. Biggest Complaints Biggest frustrations Daily annoyances Workflow limitations Features that need improvement Deliverable I am looking for a 60–90 minute Zoom consultation with someone who has extensive practical experience using these systems—not a salesperson. Please include: Years of experience Current role Systems used Approximate number of practices supported Behavioral health experience Which system you would recommend and why Your hourly consulting rate Final Question If you were opening a brand-new outpatient psychiatry practice today with the goal of scaling from 1 provider to 20+ providers, which EHR, practice management system, AI solution, and phone system would you choose, and why? I am looking for an honest, unbiased assessment based on real-world experience. I am much more interested in practical workflow, customer support, operational efficiency, hidden limitations, and best practices than vendor marketing materials.

  • Hourly
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

We operate a national network of unmanned, automated CPR certification micro-locations servicing medical professionals (doctors, nurses, etc) inside medical office buildings, healthcare campuses, and professional suites. We're expanding rapidly — targeting 40+ live locations by end of June 2026 and 200+ within the next 12 months across 20+ states. We need a sharp, self-directed contractor to own the full front-end of our location pipeline: scoring markets, identifying specific properties, vetting them against our criteria, communicating with landlords and property reps, arranging tours, and getting leases executed. This is a high-output, results-driven role. You'll be measured on quality leases signed — not just hours logged. What You'll Do 1. Opportunity Scoring Using our proprietary tools, you will be handed an evaluation of target markets and zip codes to produce a scored summary for each market with a clear go/no-go recommendation list to start searching for individual properties. 2. Property Sourcing Identify specific office suite options in approved markets via LoopNet, Crexi, CoStar, broker outreach, Google search, and direct cold contact and filter against our core requirements for a property. 3. Landlord & Broker Communication Make first contact with listing brokers and property managers via phone, then email Explain our concept clearly (unmanned, automated equipment, minimal foot traffic, no staff on-site) Qualify locations against our must-have criteria before escalating to a tour Handle all scheduling and logistics for virtual video tours 4. Tour Coordination & Site Vetting Brief the on-site contact on what to look for (HVAC access, electrical, signage visibility, suite dimensions) Collect photos, floor plans, and any relevant building docs Summarize tour findings with a location quality score for our review 5. Lease Negotiation Support & Execution Manage lease negotiation correspondence with landlords using our standard lease language template Track lease status, open items, and follow-up deadlines with our internal team to get executed leases finalized Target: 3 executed leases per week at steady state What We're NOT Looking For Generalist VAs who will learn on the job Anyone who needs hand-holding on outreach, organization, or deal tracking - you will be given substantial initial training and some time to shadow successful sourcers already in this role Contractors focused only on one piece of the pipeline (sourcing OR communication) - you will do both Ideal Background 2+ years in commercial real estate, tenant rep, property management, or real estate operations Comfortable reading and redlining commercial leases (we have standard language and criteria — you're managing the process, not writing from scratch) Strong verbal written communication — you'll be emailing and calling brokers/landlords daily - YOU MUST BE COMFORTABLE ON THE PHONE Experience with LoopNet, Crexi, CoStar, or similar platforms Organized, CRM-driven, ai-familiar, and deadline-aware Self-starter who can manage a multi-market pipeline simultaneously without micromanagement Bonus (not required): Familiarity with healthcare or medical office real estate Experience with flex space / coworking / shared office leasing Prior experience supporting a multi-location retail or services business Experience using ai for research How We Work Async-first, remote, US time zone overlap preferred (PT/CT/ET) Weekly pipeline review calls (~30 min) Work tracked in with deal stage, contact log, and lease status You'll have access to our scoring playbook and market criteria from day one To Apply Include the following in your proposal: Brief description of your commercial real estate or leasing background An example of a deal or property search you sourced and closed (or managed end-to-end) Your approach to managing simultaneous outreach across 5–10 markets at once (note, you will be contacting 30 - 50 people per week in this role) NO AGENCIES!

  • Hourly: $90.00 - $120.00
  • Expert
  • Est. time: 3 to 6 months, Less than 30 hrs/week

We're hiring a senior front-end contractor to take ownership of the front end of CMMC.builders, a production compliance-assessment platform, and then support other applications in our portfolio on an ongoing basis. The app was built quickly using Replit and AI-assisted ("vibe coding") workflows — it works, is in production, but it was not written with long-term maintainability as the top priority. We need someone who can read a large AI-generated codebase, form an independent judgment about what's solid versus fragile, and systematically bring it up to a level you'd defend in a code review at a company that values engineering. This isn’t a "rewrite everything" job. It's an audit-and-refactor process: understand what exists, identify risks, fix them without breaking production, and leave the codebase in a state a regular team could safely build on. This is a long-term role supporting a well-funded, high-stakes MVP, with real potential to turn into a full-time position for the right person. WHAT YOU'LL ACTUALLY BE DOING Phase 1 — Audit (first 1–2 weeks) Review the front-end architecture (component structure, state management, data-fetching patterns, routing, type safety) and prepare a written report on your findings, prioritized by risk and effort. Identify AI-coding issues specifically: duplicated logic, inconsistent patterns across similar features, overly broad "any" typing, prop-drilling where shared state should be, dead code, and components that mix data-fetching, business logic, and presentation. Flag any security or correctness concerns on the front end (unsanitized rendering, client-side trust of server-controlled data, broken access-control assumptions). Phase 2 — Refactor (ongoing) Carry out the refactor plan in reviewable, incremental PRs — no large-scale rewrites. Establish or tighten conventions: component boundaries, shared hooks, data-fetching layer, form/validation patterns, error and loading states. Improve type safety and eliminate unsound patterns introduced by AI-assisted coding. Add or enhance test coverage on the areas you modify. Document decisions throughout to keep the codebase understandable for the next person (human or AI). Beyond CMMC.builders Once the initial audit and top-priority refactoring are stable, you will work on front-end tasks across other applications in our portfolio — developing new features, conducting additional audits, and providing senior front-end support. OUR STACK React 19 + TypeScript, built with Vite TanStack Query for data-fetching and caching, wouter for routing Zod for schema validation Express (Node) backend, PostgreSQL via pg (no ORM — handwritten parameterized SQL) Vitest + Playwright for testing Hosted on Replit, deployed via Replit Autoscale YOU SHOULD APPLY IF You have 5+ years of production React/TypeScript experience and can cite real shipped projects, not just tutorials. You've performed codebase audits or major refactors before — not just greenfield projects. You can share a time when you inherited a messy codebase and what you actually changed. You are comfortable reading unfamiliar code quickly, forming your own judgment, and respectfully pushing back if something seems wrong — including AI-generated code that looks superficially okay. You write clearly. The audit report and PR descriptions are as important as the code. You can work independently with minimal oversight and communicate proactively, not just when prompted. NICE TO HAVE Direct experience refactoring or "productionizing" AI-generated or AI-assisted code. Familiarity with compliance, security, or regulated-industry software (this product deals with CMMC/cybersecurity compliance data). Experience using Replit as a development environment. HOW TO APPLY Your proposal must include: A one- or two-sentence example of a real audit or refactor you led on an existing codebase — what was wrong and what you did. A link to a GitHub repo or code sample showing your TypeScript/React coding style (not just a live demo link). The words "compliance refactor" are somewhere in your opening line, so we know you’ve read this posting. Proposals that are templated, copy-pasted, or don't answer the above won’t be considered, regardless of rate.

  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

# Fractional Apparel Sourcing Executive **Location:** United States-based, remote **Engagement:** Part-time / Fractional / Contract **Industry:** Apparel, uniforms, clergy wear, ceremonial garments, accessories **Experience Level:** Senior executive or director-level sourcing experience preferred ## About Divinity Clergy Wear Divinity Clergy Wear is an established and growing apparel company serving clergy members, churches, religious organizations, and denominational leadership throughout the United States. Our product assortment includes clergy shirts, robes, vestments, uniforms, ceremonial apparel, women’s clergy wear, accessories, custom garments, and organization-specific apparel programs. We currently work with sourcing agents and factories in China and are also interested in expanding our manufacturing relationships into additional countries, including Bangladesh, Pakistan, India, Vietnam, and other suitable apparel-producing regions. As the company grows, we are looking for an experienced fractional sourcing executive who can bring greater organization, accountability, strategy, and professional oversight to our global sourcing and product-development operations. ## The Opportunity We are seeking a United States-based apparel sourcing professional who can act as Divinity’s internal sourcing leader while working directly with our overseas sourcing agents, factories, suppliers, freight partners, and internal team. This is not simply a factory research or virtual assistant position. We need someone with meaningful apparel-industry experience who understands how to manage the entire process from product concept and costing through development, production, quality control, shipping, and delivery. The right person will help Divinity develop a repeatable and scalable sourcing system while reducing the amount of day-to-day factory communication, follow-up, and production tracking currently handled by the company’s owner. ## Key Responsibilities ### Sourcing Strategy and Factory Development * Evaluate Divinity’s current sourcing structure, factories, agents, suppliers, and workflows * Identify weaknesses, risks, inefficiencies, and opportunities for improvement * Help diversify our factory base so the company is not overly dependent on one factory, supplier, agent, or country * Research, identify, vet, and recommend qualified apparel factories and suppliers * Develop backup factory options for important product categories * Evaluate factories based on capabilities, pricing, minimums, quality, capacity, compliance, communication, lead times, and financial stability * Help determine which products should remain in China and which may be better sourced from Bangladesh, Pakistan, India, Vietnam, or other markets ### Product Development and Production Management * Manage projects from initial concept through sampling, approval, production, and delivery * Communicate clearly with overseas agents and factories regarding product specifications, construction, materials, trims, colors, sizing, packaging, and quality expectations * Review tech packs, measurement specifications, bills of materials, samples, and production documents * Coordinate sample requests, revisions, approvals, and production schedules * Maintain organized records of product developments, sample status, costing, deadlines, and factory communication * Ensure approved specifications are clearly documented before production begins * Help create realistic development and production calendars * Monitor projects closely and follow up before delays become emergencies ### Costing and Negotiation * Review factory quotations and identify areas where pricing may be improved * Compare costs across factories, countries, materials, and order quantities * Negotiate pricing, payment terms, minimum order quantities, sample fees, tooling charges, and production terms * Help Divinity understand true landed costs, including product cost, duty, freight, inspection, packaging, and related expenses * Identify opportunities to improve margins without lowering product quality ### Quality Control * Establish clear quality standards for Divinity products * Create or improve quality-control procedures, inspection checklists, tolerances, and approval requirements * Coordinate pre-production, inline, and final inspections when appropriate * Review inspection reports and help resolve quality problems with factories * Reduce recurring issues involving sizing, fabric, workmanship, color consistency, packaging, labeling, and product construction * Establish corrective-action processes when factories fail to meet expectations ### Supply Chain Organization * Build a centralized system for tracking every active sourcing and production project * Maintain timelines for samples, approvals, deposits, production, inspections, shipping, and final delivery * Create regular reporting that clearly shows project status, problems, upcoming deadlines, and decisions needed from management * Improve communication between Divinity, overseas agents, factories, freight forwarders, and internal team members * Assist with inventory planning, production timing, and reorder strategy * Help prevent missed deadlines, incomplete instructions, duplicated work, and production surprises ### Leadership and Advisory Support * Serve as a trusted sourcing advisor to Divinity’s owner and management team * Help prioritize sourcing projects based on revenue potential, urgency, risk, and available resources * Recommend systems, software, templates, and processes that will make the sourcing department more efficient * Train internal team members to handle appropriate portions of the sourcing and production process * Help Divinity build a sourcing operation that can support significant future growth ## Required Qualifications * Significant experience in apparel sourcing, product development, manufacturing, or global supply chain management * Prior experience working for an apparel brand, retailer, importer, manufacturer, buying office, sourcing agency, or private-label organization * Strong understanding of garment construction, fabrics, trims, measurements, grading, fit, sampling, production, and quality control * Demonstrated experience communicating and negotiating with factories in China * Experience managing multiple product-development and production projects at the same time * Ability to turn informal conversations, ideas, and product requests into organized factory-ready instructions * Strong project-management and follow-up skills * Excellent written and verbal communication * Ability to work independently and take ownership of deadlines and outcomes * Must be based in the United States and available for regular communication during U.S. business hours * Willingness to occasionally communicate with overseas partners outside normal U.S. business hours when necessary ## Preferred Qualifications * Experience sourcing uniforms, tailored apparel, robes, choir apparel, clergy garments, ceremonial clothing, dresses, shirts, suits, outerwear, or specialized accessories * Existing relationships with apparel factories, agents, inspection companies, fabric mills, trim suppliers, and freight partners * Experience sourcing from multiple countries, especially China, Bangladesh, Pakistan, India, or Vietnam * Experience with lower-volume specialty apparel as well as larger production programs * Knowledge of import duties, shipping methods, customs documentation, and landed-cost calculations * Familiarity with tech-pack software, product lifecycle management systems, Airtable, Monday.com, Asana, ClickUp, or similar project-management platforms * Experience helping an entrepreneurial or founder-led apparel company build more professional sourcing systems ## Initial Priorities During the first phase of the engagement, we expect this person to: 1. Review our current factories, agents, products, open developments, and sourcing processes 2. Organize all active projects into one clear production and development tracker 3. Identify immediate production risks, missed deadlines, incomplete information, and unresolved factory issues 4. Create a sourcing and production workflow that Divinity can consistently follow 5. Begin identifying qualified backup factories for key product categories 6. Develop a strategy for diversifying production beyond our current supplier base 7. Establish a regular reporting and communication schedule with ownership ## Hours and Working Relationship We anticipate beginning with approximately **10 to 20 hours per week**, depending on experience, availability, and the number of active projects. This may become a long-term fractional leadership position for the right person. We are looking for someone who wants to become an important part of Divinity’s growth, not simply complete a short-term factory search. ## To Apply Please include the following in your proposal: * A summary of your apparel sourcing and product-development background * The types of apparel products you have sourced * The countries where you have direct factory or sourcing experience * Examples of sourcing systems, production trackers, or processes you have implemented * Your experience managing overseas agents and factories * Your experience with costing, negotiation, quality control, and production timelines * Your weekly availability and preferred working arrangement * Your hourly or monthly fractional rate * A brief explanation of how you would approach your first 30 days working with Divinity Clergy Wear Please begin your proposal with the phrase **“Apparel Sourcing Leadership”** so we know you have read the full posting. ## Screening Questions 1. Describe your most recent senior-level apparel sourcing role. 2. Which countries have you personally sourced apparel from? 3. What apparel categories do you understand best? 4. How do you evaluate whether a new factory is reliable? 5. What systems do you use to manage samples, costing, approvals, production, inspections, and shipping? 6. Describe a situation where you inherited a disorganized sourcing operation. What did you change? 7. How do you manage communication between a U.S. brand, an overseas sourcing agent, and multiple factories? 8. Are you comfortable working directly with a founder who needs you to take ownership of organization, follow-up, and accountability? 9. What would you expect to accomplish during your first 30 days? 10. Are you interested in a long-term fractional position if the initial engagement is successful?

Posted 5 days ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, Less than 30 hrs/week

Social Media Coordinator Bridge Fellowship Church | Southeast Raleigh, NC 3060 Hammond Business Place, Suite 121, Raleigh, NC 27603 Position Overview Bridge Fellowship Church is a multi-ethnic, Gospel-centered church in Southeast Raleigh committed to bridging people back to God through the Gospel and growing healthy disciples who replicate. We preach verse-by-verse through Scripture, we don't water it down, and we believe the same preaching that changes a room can reach a city. The Social Media Coordinator is the engine behind that reach. This person captures the preaching, teaching, and life of the church and puts it in front of unchurched Southeast Raleigh every single day. This is not a "post an announcement" job. It is a front-line ministry role: the one who takes what happens in the room on Sunday and carries it into the phones of people who may never have walked through our doors. If you can edit a clip that makes a stranger stop scrolling, and you love the mission enough to do it week after week, this role is for you. Reports to: Lead Pastor Douglas Humphrey Status: Part-time — offered as either a volunteer ministry role or a contract position with a monthly stipend Hours: 6–8 hours per week Compensation: $400–$600/month, commensurate with experience (see Compensation below); may be structured as a volunteer ministry stipend or a paid contract Why This Role Matters We are going hard after church growth because we believe people need Jesus, our community needs a faithful Gospel witness, and Bridge Fellowship Church is uniquely positioned to help meet that need. We believe BFC is good for Southeast Raleigh because we preach the Bible without flinching, love people without pretending, and disciple people with purpose. We are not trying to grow for ego, image, or applause. We are trying to grow because every empty seat represents someone who could be hearing the Gospel, finding family, receiving care, and learning to follow Jesus. We want to expand the house and fill the house because the mission is too urgent to maintain the house. Who This Role Is For This position is open to any committed follower of Christ — man or woman — who meets the character and skill requirements below. You do not need a film degree. You need a smartphone, a laptop, a good eye, a teachable spirit, and a heart for people who don't yet know Jesus. Core Responsibilities 1. Sermon capture and clipping Film the full Sunday sermon (or coordinate the person who does). Identify and cut 5 short-form clips (45–90 seconds each) from each week's sermon, captioned for muted viewers. Watch for the moments the Pastor marks as clip-worthy — a direct address, a hard turn, a standalone truth that holds without context — and build clips around them. 2. Content production and scheduling Produce a minimum of 12 pieces of content per week across platforms, rotating through the church's eight content categories (sermon clips, pastor direct-to-camera, truth statements, call-out/call-up, church life, testimonies, series teasers, and pastoral/family moments). Build and maintain a rolling weekly content calendar. Schedule posts across YouTube (long-form + Shorts), Instagram (Reels, feed, Stories), TikTok, and Facebook. Keep a 2-week buffer of pre-scheduled content at all times so nothing goes dark. 3. Brand consistency Apply BFC's visual identity to every piece of content, without exception: Colors Fonts: Georgia (serif) for impact text; a clean sans-serif for body Lower-third on every video: "Bridge Fellowship Church | Sundays 10am | SE Raleigh" Standard outro: Pastor on camera — "Visit us this Sunday." Use the church's approved Canva templates. Populate them; don't redesign them. 4. Growth and discovery Optimize titles, captions, and hashtags for local discovery (geo-tag Southeast Raleigh; use local hashtags). Title YouTube long-form videos by topic, not "Sunday Service." Title Shorts and Reels with the hook, not the topic. 5. Reporting Bring content metrics to the Monday team huddle: reach, engagement, top-performing pieces, follower growth. Flag what's working so we can double down, and what isn't so we can cut it. Editorial Standards (Non-Negotiable) Every piece of content is filtered through our four commitments: Conviction — every clip should leave someone convicted, comforted, or curious. Never bland. Clarity — a non-Christian scrolling at midnight should understand the point in five seconds. The hook lives in the first three. Compassion — every "call out" is paired with a "call up." Confrontation is for sin, never for people. Every hard clip leaves the door wide open. Consistency — mediocre content posted daily beats brilliant content posted monthly. Rhythm is the job. Approval guardrails: Pastor Douglas approves every clip before posting during your first two months. After that, Pastor approves only flagged or sensitive clips. The Pastor reviews the full content calendar each Monday. Any clip on a politically or culturally charged subject is reviewed by the Pastor (and, when needed, a trusted elder) before it goes out. Content we do not post: Generic motivational quotes, "Happy Monday" posts, or bulletin-board announcements (those go through email/text). Reposts of other preachers' sermons — we use our own pulpit. Worship clips using copyrighted music without proper licensing. Any worship or music content drawn from Hillsong, Bethel, or Elevation Worship. Qualifications Required: A smartphone and a laptop. 6–8 dependable hours per week. Strong sense of visual storytelling and a feel for what makes short-form content land. Reliability and follow-through — content ministry lives or dies on consistency. Teachability and pastoral submission to the Lead Pastor's editorial direction. Preferred (not required): Prior experience with social media management or short-form video editing. Familiarity with Instagram Reels, TikTok, and YouTube Shorts publishing tools. Basic graphic design comfort in Canva. Character Expectations Because this person represents the voice and face of Bridge Fellowship Church to the wider community, we ask that the Social Media Coordinator: Live a life consistent with the Gospel we proclaim. Handle the Pastor's words and image with care and integrity. Keep confidences and exercise discretion with anything filmed or shared in ministry settings. Serve the mission — disciple-making — never the metrics for their own sake. What Success Looks Like Timeframe Target Month 1 Full production system running — 12+ pieces/week; brand-consistent Month 3 Established rhythm; first clip breaks 10,000 views Month 6 Five or more clips with 5,000+ views each; combined following growing steadily Month 12 Content engine driving a meaningful, measurable share of first-time guests Weekly Rhythm (Typical) Sunday — Film the sermon; grab 1–2 testimony or church-life clips. Sunday evening — Upload the full sermon to YouTube with an SEO title. Monday — Cut 5 captioned sermon clips; attend the 7:00 a.m. team huddle. Monday–Tuesday — Schedule the week's posts across all platforms. Wednesday–Saturday — Monitor, adjust, and keep the buffer stocked. Compensation This role is offered as a 90-day trial at $500/month, with a review at the end of the first quarter. This matches how we bring on every key volunteer: try it for 90 days, and if it's life-giving and fruitful, we lock it in — if it's not, we adjust together. After the trial, compensation settles between $400 and $600/month depending on experience, output quality, and consistency. A proven performer who reliably ships polished, on-brand content each week earns the top of that range. For an internal BFC member who takes this on as a ministry role, compensation may be structured as a stipend or honorarium rather than a wage. For an external freelancer, it is structured as a monthly contract (roughly $18–$25/hour across 6–8 hours per week). Compensation is reviewed annually and grows with the reach and impact of the ministry.

  • Fixed price
  • Intermediate
  • Est. budget: $8,000.00

Engagement Overview I am the CEO and principal attorney of a small law practice specializing in campaign finance, lobbying regulation, FARA, nonprofit law, and government ethics. My five-person team — a junior partner, two associates, and an executive assistant — recently integrated into a larger firm. I am looking for an experienced Claude/AI automation builder for a phased engagement to design, build, and deploy a suite of interconnected agents and automations. This brief covers three phases. Phase I (Inbox Triage) is the highest immediate priority and the natural starting point. Phases II and III follow sequentially. Strong candidates will be evaluated on Phase I but should demonstrate familiarity with the full roadmap. This is a paid engagement. Scope, timeline, and rate are open to discussion. Technology Stack Email: Gmail (personal Pro account — not firm infrastructure) AI: Claude (Anthropic) via MCP or API Task and project management: Notion (existing workspace; routing tables, matter tracking, and timesheet structure already in place) Calendar: Google Calendar Internal chat: Google Chat Document storage: Google Drive (primary); local hard drives on iMac and MacBook Pro (secondary) Matter management / DMS: iManage (larger firm system — integration via dedicated ingestion email address) Voice notes: Plaud (AI note-taker) Signing platform: TBD — candidates should ask during scoping Out of scope: Signal and iMessage — encrypted platforms with no API access; manual forwarding convention only Confidentiality Requirements This is a law practice. Attorney-client privilege and work product protection apply to all client communications and matter-related documents. These are not compliance checkboxes — they are professional obligations with real consequences. The successful candidate must: • Execute a non-disclosure agreement prior to engagement • Demonstrate genuine understanding of why data handling matters in a legal context — not just technically, but professionally • Never use client names, email content, routing data, or document content for training, testing, or demonstration purposes • Work exclusively within the client's authenticated accounts — no third-party data stores outside the approved stack • Design systems that minimize data exposure — process and route, do not store unnecessarily Generic proposals that do not address confidentiality specifically will not be considered.   Phase I — Inbox Triage Agent Real-time classification and routing of inbound Gmail, with a daily digest to the executive assistant. Objective The principal attorney's Gmail inbox receives high volumes of email across clients, matters, and categories of widely varying priority. The goal is an agent that processes every inbound message, classifies it, routes it to the correct person automatically, and ensures nothing drops — without overloading the executive assistant with triage work she should not be doing. Two-Stage Routing Logic Stage 1 — Sender Classification Every inbound email is classified against a tiered contact list maintained in a Notion database: MVC: Most Valuable Clients — 5 to 10 contacts. Highest priority. HVP: High Value People — 10 to 20 contacts. Some overlap with MVCs. Principal attorney, unless task-type rule applies All other clients: Roster managed in Notion with assigned attorney(s). Assigned attorney(s) per Notion client record Catch-All: Anyone not in the contact table — prospects, opposing counsel, vendors, bar association, etc. Generate executive assistant daily digest Stage 2 — Task-Type Classification (MVCs only) For MVC contacts, a second classification layer routes based on the nature of the request. Rules are client-specific. Examples: • Scheduling requests → Executive assistant • Contracts and approvals → Designated associate(s) per client record • Strategic and substantive legal matters → Principal attorney Task-type rules are defined per MVC client and must be configurable without developer involvement. Routing Table — Notion All contact and routing data lives in an existing Notion database. The agent reads from it at runtime. Required fields: • Contact name and/or email domain • Tier (MVC / HVP / Standard / Catch-All) • Assigned attorney(s) for Standard clients • Task-type override rules for MVCs The executive assistant must be able to add, edit, and re-tier contacts without touching code. This is a hard requirement. Routing Output Candidates should propose their recommended approach from among the following, based on current Gmail MCP capabilities: • Apply Gmail label and/or forward to assigned attorney's address • Create a pre-addressed draft for principal attorney review before sending • Log routing decision to Notion with email link and recommended assignee Please address this question directly in your proposal — it is a key evaluation criterion. Daily Executive Assistant Digest Once per day at a configurable time, the agent generates a digest delivered to a designated Notion page covering all catch-all emails from the prior 24 hours. Each entry includes: sender, subject, timestamp, and a one-line AI summary of the email's apparent purpose.   Phase II — 5 AM Daily Brief A structured morning brief delivered to Notion each day before 5 AM, aggregating schedule, tasks, workflow status, news, and forward-looking context. Objective The principal attorney starts each day across multiple locations and needs a single, consolidated view of what matters — professional and personal — without opening email. The brief is delivered to a dedicated Notion page and covers the sections below in the following order. Section 1 — Daily Schedule Full calendar for the day pulled from Google Calendar. All events, calls, and commitments in chronological order. Section 2 — Open Projects and Undone Tasks Two sub-sections: (a) MVC high-value work — open projects and incomplete tasks for Most Valuable Clients, filtered to substantive legal work only; and (b) Personal — all open personal projects and tasks without exception. Personal items are comprehensive by design: if it is not surfaced here, it will be forgotten. Source: Notion task and project database. Section 3 — Blocking What is the principal attorney specifically holding up? Items where others in the firm are waiting for a review, decision, approval, or action. Source: Notion matter and task records where assignee or status indicates the ball is in the principal attorney's court. Note to builder: this section requires careful logic design. The agent must infer from status fields and assignee data what is genuinely waiting on the principal attorney versus what is simply unresolved. Work with client during onboarding to define the exact field logic. Section 4 — News Digest Industry News Curated digest of overnight developments in: campaign finance law and FEC activity, election administration, lobbying regulation (federal and state), nonprofit political activity, and government ethics. Format: short summary of each item with a link to the full article. Aim for signal, not volume — 5 to 10 items maximum. US Political News 5 to 10 headlines with links covering: presidential politics, US Senate and House elections, and major gubernatorial races. Stories people are actually talking about, not wire service filler. Section 5 — Firm Workflow Matter-level status summary pulled from Notion, organized by client tier and activity: Status Definition Closed Completed yesterday Moving Action taken yesterday Paused No action yesterday Stuck No action in five or more days Client groupings: MVCs (non-high-value work), Standard clients (all work), and any other open matters. Section 6 — One Month Look Ahead Rolling 30-day forward view pulled from Google Calendar covering: regulatory filing dates and compliance deadlines, matter-level deadlines, client birthdays, holidays, and planned vacations or travel. Anything that requires preparation or awareness in the next 30 days. Section 7 — Personal Financial Summary (If Feasible) Summary of personal financial position pulled from Monarch Money, if an API or MCP connector is available. Candidates should investigate Monarch's API access and address feasibility in their proposal. If not currently feasible, this section is omitted without affecting the rest of the brief. Delivery Notion only — not email. A dedicated page refreshed each morning before 5 AM. Previous day's brief should be archived, not overwritten.   Phase III — Night Maintenance Three nightly agents that run after close of business: timesheet creation, document filing preparation, and Plaud note routing. All outputs are delivered to Notion for principal attorney review. Part 1 — Timesheet Creation Objective Each evening, the agent reviews the day's activity across three sources and populates a timesheet in an existing Notion template for the principal attorney's review and finalization. Sources • Google Calendar — all events and calls attended • Gmail sent items — emails sent that day, grouped by client/matter where inferable • Google Chat — internal messages sent, grouped by thread/matter where inferable Note to builder: Google Chat API access will need to be confirmed alongside Gmail and Calendar MCPs. Confirm availability and any OAuth scope requirements in your proposal. Output: Populated Notion timesheet using existing template structure. Principal attorney reviews each morning, adjusts entries as needed, and finalizes. The agent does not finalize — it drafts. Part 2 — Document Filing Objective Each evening, the agent surfaces documents created or edited that day for the principal attorney's review. The attorney flags finals, and the agent forwards them to the firm's iManage ingestion email address for filing. Sources • Google Drive — documents created or modified that day • Local hard drives — iMac and MacBook Pro Note to builder: local hard drive access requires a locally-running component (daemon, Claude Code instance, or folder-watching script) on each machine. Please address your proposed approach to this in your proposal. Alternative approach for consideration: a designated 'Ready to File' folder on each machine that syncs to Google Drive. The attorney drags filing-ready documents into this folder throughout the day; the agent watches the folder and processes from there. Simpler architecture, device-agnostic, and builds a consistent filing habit. Candidates should evaluate and recommend. Output: A Notion page listing all documents surfaced for that day, with document name, location, and last-modified time. Principal attorney marks finals. Agent forwards marked documents to the iManage ingestion email address. iManage filing is handled by firm IT from that point — no direct iManage API integration required. Part 3 — Plaud Note Routing and Archiving Objective: The principal attorney uses a Plaud AI note-taker on calls and meetings. Each evening, the agent pulls new Plaud summaries, routes them to the appropriate team members, archives a copy to Notion tagged to the relevant client matter, and deletes the underlying audio and transcript from Plaud's platform and the local device. Prerequisite — Plaud API Plaud API or webhook access is a prerequisite for this part. Candidates must investigate and confirm availability before scoping. If Plaud does not currently support programmatic access, this part will require a manual export step as a workaround — please address both scenarios in your proposal. Routing Logic: Similar in structure to Phase I inbox triage routing (MVC/HVP/Standard tiers with task-type overrides) but with distinct rules to be defined with the client during onboarding. Do not assume inbox triage rules apply directly. Archiving: One copy of each Plaud summary is saved to Notion as a note, tagged to the relevant client matter. Tagging logic to be defined during onboarding. Deletion: After successful routing and archiving, the agent deletes: (a) the audio and transcript from Plaud's platform via API, and (b) any local copies on the principal attorney's devices. Local deletion requires the same locally-running component described in Part 2. Candidates may propose a unified local agent that handles both Part 2 and Part 3 local operations.   What I'm Looking For Strong candidates will have: • Demonstrated experience building Claude-based automations or agents — not general AI experience • Hands-on experience with Gmail MCP, Google Calendar MCP, and Notion MCP (or equivalent API integrations) • Ability to build systems that non-technical users can maintain — editability and simplicity are as important as technical sophistication • Comfort with phased delivery — Phase I first, Phases II and III following sequentially based on performance • Experience with professional services clients (legal, financial, consulting) is a meaningful plus • Willingness to execute an NDA and work within a legally sensitive environment What to Include in Your Proposal Please address the following specifically. Proposals that do not engage with these questions will not be considered. • Your proposed technical architecture for Phase I — how you would connect Gmail, Claude, and Notion • Your answer to the Gmail MCP routing output question in Phase I (labeling vs. drafts vs. Notion logging) — what is actually supported and what do you recommend • Your assessment of Plaud API availability and your proposed approach for Phase III Part 3 • Your assessment of Monarch Money API feasibility for the Phase II financial summary section • Your proposed approach to local hard drive access for Phase III Parts 2 and 3 — daemon, sync folder, or other • A comparable project you have delivered — describe the client type, the stack, and what made it work • Your estimated timeline and rate for Phase I, and a rough order-of-magnitude estimate for Phases II and III • Confirmation that you are willing to execute an NDA prior to engagement I am looking for someone who has read this brief carefully and has a specific, informed point of view on how to build it. This is phase one of a longer automation roadmap and the right candidate will be a long-term partner, not a one-time contractor.

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